AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.43B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$437M
2
+$52.1M
3
+$22.6M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$12M
5
WIX icon
WIX.com
WIX
+$3.04M

Top Sells

1
+$203M
2
+$111M
3
+$15.4M
4
AAPL icon
Apple
AAPL
+$3.17M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.78M

Sector Composition

1 Technology 6.86%
2 Real Estate 3.64%
3 Healthcare 2.23%
4 Communication Services 1.99%
5 Financials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.51T
$2.88M 0.08%
6,395
-1,494
PANW icon
52
Palo Alto Networks
PANW
$123B
$2.85M 0.08%
15,460
XLI icon
53
State Street Industrial Select Sector SPDR ETF
XLI
$32.1B
$2.82M 0.08%
18,200
LLY icon
54
Eli Lilly
LLY
$974B
$2.73M 0.08%
2,541
+1,080
TCOM icon
55
Trip.com Group
TCOM
$33.7B
$2.65M 0.08%
36,900
SLG icon
56
SL Green Realty
SLG
$2.67B
$2.33M 0.07%
50,820
QCOM icon
57
Qualcomm
QCOM
$150B
$2.12M 0.06%
12,416
INTU icon
58
Intuit
INTU
$118B
$2.11M 0.06%
3,191
SAP icon
59
SAP
SAP
$230B
$1.98M 0.06%
8,150
TT icon
60
Trane Technologies
TT
$103B
$1.93M 0.06%
4,969
JNJ icon
61
Johnson & Johnson
JNJ
$596B
$1.92M 0.06%
9,271
+2,756
WMT icon
62
Walmart Inc
WMT
$1.02T
$1.91M 0.06%
17,112
-319
MELI icon
63
Mercado Libre
MELI
$89.3B
$1.89M 0.06%
937
NFLX icon
64
Netflix
NFLX
$410B
$1.88M 0.05%
20,052
-738
ONON icon
65
On Holding
ONON
$15.3B
$1.82M 0.05%
39,120
MRVL icon
66
Marvell Technology
MRVL
$70B
$1.7M 0.05%
+20,000
VGK icon
67
Vanguard FTSE Europe ETF
VGK
$31.5B
$1.55M 0.05%
18,523
-1,151
GE icon
68
GE Aerospace
GE
$362B
$1.54M 0.04%
4,992
-196
PG icon
69
Procter & Gamble
PG
$382B
$1.35M 0.04%
9,394
-2,248
V icon
70
Visa
V
$616B
$1.33M 0.04%
3,793
-2,448
TMUS icon
71
T-Mobile US
TMUS
$237B
$1.3M 0.04%
6,412
-5,529
CAT icon
72
Caterpillar
CAT
$350B
$1.27M 0.04%
2,214
-77
JPM icon
73
JPMorgan Chase
JPM
$807B
$1.24M 0.04%
3,841
-3,505
RTX icon
74
RTX Corp
RTX
$284B
$1.16M 0.03%
6,344
-204
XLP icon
75
State Street Consumer Staples Select Sector SPDR ETF
XLP
$17.2B
$1.16M 0.03%
14,930
1 2
3
4 5